1
BF/A
BROWN FORMAN CORP
Consensus score 1/100 · #215 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
1.0%
of their portfolios
Combined value
$136M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Lindsell Train Concentrated | 2.2% | $69M | TRIM |
| Gardner Russo & Quinn Graham/global value | 0.5% | $44M | TRIM |
| Markel Group Concentrated | 0.2% | $23M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.